Mutual funds disclose stress test results monthly for small and mid-cap schemes, estimating days to liquidate the portfolio’s stocks. The tests exclude 20% illiquid securities and assess client concentration risk, AUM share, standard deviation, Portfolio Beta, and crisis impact on NAV. These disclosures fail to accurately depict stress scenarios, as they do not consider the changes in the market value of the securities in such scenarios.
Investors pull out $20.3 billion from global equity funds
In a dramatic shift, global equity funds experienced a staggering exit of billions as investors reacted to rising inflation fears and escalating tensions in the
March 21, 2026